7/25/2025 | Ackerman Capital Advisors LLC | 42,200 | $418K | 0.1% | +13.6% | 0.077% | |
7/25/2025 | Concurrent Investment Advisors LLC | 21,408 | $212K | 0.0% | +16.3% | 0.039% | |
7/24/2025 | Leo Wealth LLC | 223,902 | $2.22M | 0.2% | +32.9% | 0.410% | |
7/22/2025 | Compass Financial Group INC SD | 40,727 | $403K | 0.1% | +3.1% | 0.075% | |
7/21/2025 | Catalina Capital Group LLC | 20,665 | $205K | 0.1% | N/A | 0.038% | |
7/18/2025 | PFG Investments LLC | 61,322 | $607K | 0.0% | -9.8% | 0.112% | |
7/17/2025 | Janney Montgomery Scott LLC | 44,466 | $440K | 0.0% | -11.5% | 0.081% | |
7/15/2025 | Riverbridge Partners LLC | 40,103 | $397K | 0.0% | +4.0% | 0.073% | |
7/14/2025 | Park Avenue Securities LLC | 150,275 | $1.49M | 0.0% | +14.9% | 0.275% | |
7/11/2025 | Farther Finance Advisors LLC | 6,404 | $63K | 0.0% | -29.5% | 0.012% | |
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7/10/2025 | Wealth Enhancement Advisory Services LLC | 37,552 | $378K | 0.0% | -9.8% | 0.069% | |
7/8/2025 | Melone Private Wealth LLC | 77,578 | $767K | 0.4% | -51.7% | 0.142% | |
5/21/2025 | Indiana Trust & Investment Management Co | 67,559 | $695K | 0.3% | +1.6% | 0.124% | |
5/21/2025 | Geneos Wealth Management Inc. | 20,958 | $216K | 0.0% | +426.6% | 0.038% | |
5/16/2025 | Advisors Asset Management Inc. | 202,141 | $2.08M | 0.0% | +40.8% | 0.370% | |
5/16/2025 | 1607 Capital Partners LLC | 1,743,089 | $17.94M | 1.4% | +2.8% | 3.191% | |
5/15/2025 | Royal Bank of Canada | 134,727 | $1.39M | 0.0% | +20.6% | 0.247% | |
5/15/2025 | WPG Advisers LLC | 2,644 | $27K | 0.0% | N/A | 0.005% | |
5/14/2025 | Comerica Bank | 14,015 | $144K | 0.0% | -13.3% | 0.026% | |
5/13/2025 | Compass Financial Group INC SD | 39,518 | $407K | 0.1% | -7.3% | 0.072% | |
5/13/2025 | Raymond James Financial Inc. | 876,095 | $9.02M | 0.0% | -3.5% | 1.604% | |
5/13/2025 | HighTower Advisors LLC | 226,368 | $2.33M | 0.0% | -7.7% | 0.414% | |
5/12/2025 | Nuveen LLC | 91,512 | $942K | 0.0% | N/A | 0.168% | |
5/12/2025 | Invesco Ltd. | 205,919 | $2.12M | 0.0% | +2.1% | 0.377% | |
5/12/2025 | AlphaCore Capital LLC | 11,365 | $117K | 0.0% | N/A | 0.021% | |
5/9/2025 | Cary Street Partners Financial LLC | 23,221 | $239K | 0.0% | +39.7% | 0.043% | |
5/9/2025 | Ackerman Capital Advisors LLC | 37,142 | $382K | 0.1% | +5.7% | 0.068% | |
5/7/2025 | Fiera Capital Corp | 296,900 | $3.06M | 0.0% | -6.7% | 0.544% | |
5/7/2025 | Rareview Capital LLC | 318,812 | $3.28M | 2.1% | -2.6% | 0.584% | |
5/6/2025 | Choreo LLC | 49,330 | $508K | 0.0% | +5.7% | 0.090% | |
5/5/2025 | Csenge Advisory Group | 29,093 | $282K | 0.0% | -39.0% | 0.053% | |
5/2/2025 | Carson Advisory Inc. | 49,104 | $505K | 0.3% | +12.2% | 0.090% | |
5/2/2025 | Accredited Investor Services LLC | 26,056 | $268K | 0.2% | N/A | 0.048% | |
5/2/2025 | Leo Wealth LLC | 168,450 | $1.73M | 0.2% | -21.0% | 0.308% | |
4/30/2025 | Stonebrook Private Inc. | 22,653 | $233K | 0.1% | -10.9% | 0.041% | |
4/29/2025 | Envestnet Asset Management Inc. | 142,223 | $1.46M | 0.0% | +8.8% | 0.260% | |
4/29/2025 | Aviance Capital Partners LLC | 22,825 | $235K | 0.0% | +8.2% | 0.042% | |
4/25/2025 | Uniting Wealth Partners LLC | 21,683 | $223K | 0.1% | +9.7% | 0.040% | |
4/23/2025 | Keudell Morrison Wealth Management | 15,350 | $158K | 0.0% | -24.6% | 0.028% | |
4/23/2025 | Oppenheimer & Co. Inc. | 12,686 | $131K | 0.0% | -11.7% | 0.023% | |
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4/22/2025 | Cambridge Investment Research Advisors Inc. | 21,414 | $220K | 0.0% | -10.2% | 0.039% | |
4/22/2025 | PFG Investments LLC | 67,951 | $699K | 0.0% | +18.1% | 0.124% | |
4/21/2025 | Avior Wealth Management LLC | 34,656 | $357K | 0.0% | +11.2% | 0.063% | |
4/21/2025 | Riverbridge Partners LLC | 38,554 | $397K | 0.0% | +10.3% | 0.071% | |
4/17/2025 | Janney Montgomery Scott LLC | 50,236 | $517K | 0.0% | +65.7% | 0.092% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 41,623 | $428K | 0.0% | -32.8% | 0.076% | |
4/14/2025 | Farther Finance Advisors LLC | 9,079 | $94K | 0.0% | N/A | 0.017% | |
4/14/2025 | Park Avenue Securities LLC | 130,813 | $1.35M | 0.0% | +1.7% | 0.240% | |
4/9/2025 | RFG Advisory LLC | 14,945 | $154K | 0.0% | N/A | 0.027% | |
4/9/2025 | Merit Financial Group LLC | 20,410 | $210K | 0.0% | N/A | 0.037% | |
4/9/2025 | Integrated Capital Management Inc. | 25,158 | $259K | 0.2% | +13.7% | 0.046% | |
4/9/2025 | Fiduciary Alliance LLC | 17,077 | $176K | 0.0% | -7.3% | 0.031% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 61,903 | $631K | 0.0% | +4.5% | 0.113% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 56,050 | $572K | 0.0% | -14.6% | 0.103% | |
2/17/2025 | Saba Capital Management L.P. | 260,609 | $2.66M | 0.1% | -81.1% | 0.477% | |
2/17/2025 | Pathstone Holdings LLC | 2,329,047 | $23.81M | 0.1% | +21.2% | 4.264% | |
2/17/2025 | Nomura Holdings Inc. | 15,566 | $159K | 0.0% | +37.5% | 0.028% | |
2/17/2025 | Logan Stone Capital LLC | 15,551 | $159K | 0.1% | -86.5% | 0.028% | |
2/17/2025 | Cary Street Partners Financial LLC | 16,621 | $170K | 0.0% | N/A | 0.030% | |
2/17/2025 | Bank of America Corp DE | 348,563 | $3.56M | 0.0% | +293.5% | 0.638% | |
2/17/2025 | Ameriprise Financial Inc. | 80,137 | $817K | 0.0% | -6.2% | 0.147% | |
2/14/2025 | AQR Arbitrage LLC | 16,561 | $169K | 0.0% | -90.8% | 0.030% | |
2/14/2025 | Lido Advisors LLC | 44,387 | $453K | 0.0% | N/A | 0.081% | |
2/14/2025 | MGO One Seven LLC | 11,202 | $114K | 0.0% | N/A | 0.021% | |
2/14/2025 | Stifel Financial Corp | 96,981 | $989K | 0.0% | +98.0% | 0.178% | |
2/14/2025 | First Trust Advisors LP | 17,513 | $179K | 0.0% | -10.3% | 0.032% | |
2/13/2025 | 1607 Capital Partners LLC | 1,695,366 | $17.29M | 1.4% | +75.4% | 3.104% | |
2/13/2025 | Guggenheim Capital LLC | 143,054 | $1.46M | 0.0% | -49.7% | 0.262% | |
2/13/2025 | Mariner LLC | 27,481 | $280K | 0.0% | +4.6% | 0.050% | |
2/13/2025 | Carson Advisory Inc. | 43,769 | $446K | 0.3% | +8.6% | 0.080% | |
2/13/2025 | Rockefeller Capital Management L.P. | 169,169 | $1.73M | 0.0% | -9.2% | 0.310% | |
2/13/2025 | Advisory Services Network LLC | 21,706 | $221K | 0.0% | +12.7% | 0.040% | |
2/13/2025 | Invesco Ltd. | 201,680 | $2.06M | 0.0% | +12.6% | 0.369% | |
2/13/2025 | Envestnet Asset Management Inc. | 130,684 | $1.33M | 0.0% | +4.9% | 0.239% | |
2/13/2025 | Wells Fargo & Company MN | 426,551 | $4.35M | 0.0% | +6.7% | 0.781% | |
2/12/2025 | Landscape Capital Management L.L.C. | 21,462 | $219K | 0.0% | N/A | 0.039% | |
2/12/2025 | Uniting Wealth Partners LLC | 19,764 | $202K | 0.1% | N/A | 0.036% | |
2/12/2025 | Mechanics Financial Corp | 6,650 | $68K | 0.0% | N/A | 0.012% | |
2/12/2025 | Cottage Street Advisors LLC | 10,000 | $102K | 0.1% | N/A | 0.018% | |
2/11/2025 | LPL Financial LLC | 74,226 | $757K | 0.0% | -2.8% | 0.136% | |
2/10/2025 | Rareview Capital LLC | 327,253 | $3.55M | 2.6% | +3.2% | 0.599% | |
2/10/2025 | Atala Financial Inc | 45,346 | $463K | 0.3% | N/A | 0.083% | |
2/10/2025 | Hollencrest Capital Management | 6,690 | $68K | 0.0% | -27.8% | 0.012% | |
2/7/2025 | HighTower Advisors LLC | 245,192 | $2.50M | 0.0% | +4.8% | 0.449% | |
2/7/2025 | Blue Bell Private Wealth Management LLC | 8,049 | $82K | 0.0% | -51.7% | 0.015% | |
2/6/2025 | Raymond James Financial Inc. | 907,758 | $9.26M | 0.0% | N/A | 1.662% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 128,759 | $1.31M | 0.0% | +7.4% | 0.236% | |
2/5/2025 | Providence First Trust Co | 24,303 | $248K | 0.1% | -4.3% | 0.044% | |
2/5/2025 | US Bancorp DE | 6,000 | $61K | 0.0% | -19.5% | 0.011% | |
2/5/2025 | Verus Capital Partners LLC | 50,000 | $510K | 0.0% | +4.2% | 0.092% | |
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2/5/2025 | Oppenheimer & Co. Inc. | 14,367 | $147K | 0.0% | -43.2% | 0.026% | |
2/4/2025 | Ackerman Capital Advisors LLC | 35,136 | $358K | 0.1% | -33.1% | 0.064% | |
2/4/2025 | Bank of New York Mellon Corp | 139,055 | $1.42M | 0.0% | -4.7% | 0.255% | |
1/31/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 102,800 | $1.05M | 0.0% | N/A | 0.188% | |
1/31/2025 | Truist Financial Corp | 13,860 | $141K | 0.0% | -53.9% | 0.025% | |
1/30/2025 | Csenge Advisory Group | 47,670 | $486K | 0.0% | +16.2% | 0.087% | |
1/30/2025 | Compass Financial Group INC SD | 42,626 | $435K | 0.1% | +2.9% | 0.078% | |
1/29/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 102,800 | $1.05M | 0.0% | N/A | 0.188% | |
1/29/2025 | Van ECK Associates Corp | 415,636 | $4.24M | 0.0% | +3.6% | 0.761% | |
1/29/2025 | Indiana Trust & Investment Management Co | 66,515 | $678K | 0.2% | +1.5% | 0.122% | |